TABLE OF CONTENTS

• Overview

• Before You Begin

• Sage Journals KBART Automation Step-by-Step Instructions
• Collection IDs
• Secure Center KBART Automation Step-by-Step Instructions
• Contact Information

Overview

These guides provides step-by-step instructions for activating and retrieving the token(s) required to set up KBART Automation for Sage Journals and Sage Learning Resources via Secure Center with your Discovery Service Provider (DSP). This implementation works with OCLC WorldCat and Ex Libris Alma.

For more information, please see KBART Automation FAQs (Sage Journals and Sage Learning Resources).

Before You Begin

Please determine if you need tokens from both our admin systems, Sage Journals and Secure Center. The token from the Sage Journals system will enable the implementation with journals except Gold Open Access journals. The token for Secure Center will enable the implementation with Sage's Learning Resources, including Sage Research Methods, CQ Press Books, Sage Business*, Sage Skills*, Sage Video*, and Sage Reference & Books*.

*These products were formerly known as Sage Knowledge.

Please note, KBART Automation is not set up with Gold Open Access journals, CQ Researcher, Sage Data, Sage Campus, other CQ Press products (outside of CQ Press Books), and Catalyst. 

Sage Journals KBART Automation Step-by-Step Instructions

Library account administrators can turn the service on by generating their institution’s token in Sage Journals and linking it within Ex Libris Alma or OCLC WorldCat. Please follow the below instructions to do so:

1. Log in to Sage Journals
2. Navigate to "Holdings automation" under the "Institutional profile" section of the profile page menu:
    
3. Under "Create new token" select which discovery service provider you need the token for, then click "Generate token": 
4. The token will appear in the "Active tokens" section of the page: 
5. Click "Copy" to copy your institution ID to your clipboard:
6. Register the token in Ex Libris Alma or OCLC WorldCat Discovery Service system, depending on which system you use. Please find instructions on how to do this here: 
   • Ex Libris Alma instructions
   • OCLC WorldCat instructions

For further guidance, please see the attached video below. 

For more information, please see KBART Automation FAQs (Sage Journals).

Collection IDs

Ex Libris Alma

Please find the most recent "Sage Journals GOLD Open Access" collection in the Alma Community Zone.

OCLC WorldCat

OCLC Collection Name: SAGE Journals Open Access Journals 

OCLC Collection ID: SAGE.sageopenaccess 

Secure Center KBART Automation Step-by-Step Instructions

Library account administrators can turn the service on by generating their institution’s token in Secure Center and linking it within Ex Libris Alma or OCLC WorldCat. Please follow the instructions below to do so:

1. Log in to Secure Center.
2. Navigate to your "Account Detail" section: 
3. Click on "Electronic Holdings Automation" in the right-hand side bar: 
4. Click on "Generate Token": 
5. Select “OCLC WorldCat Discovery”, before clicking on "Add new": 
6. Click on "Copy" to get the institution ID copied to your clipboard:
7. Register the token in Ex Libris Alma or OCLC WorldCat Discovery Service system, depending on which system you use. Please find instructions on how to do this here: 
   • Ex Libris Alma instructions
   • OCLC WorldCat instructions

For further guidance, please see the attached video below. 

For more information, please see KBART Automation FAQs (Sage Learning Resources).

Contact Information

If you have any further queries about KBART Automation, please contact [email protected]